The issues that led to all three stocks underperforming the market in the first half of 2025 appear temporary, and their long-term growth prospects look superb.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, their overall demand was steady over the past six months as the industry’s 4.5% return has closely followed the S&P 500.
Shares of aerospace and defense company Hexcel (NYSE:HXL)
fell 3.2% in the afternoon session after the company reported second-quarter 2025 financial results that showed year-over-year declines in revenue and profit.
Aerospace and defense company Hexcel (NYSE:HXL) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales fell by 2.1% year on year to $489.9 million. The company’s full-year revenue guidance of $1.92 billion at the midpoint came in 0.5% above analysts’ estimates. Its non-GAAP profit of $0.50 per share was 8.3% above analysts’ consensus estimates.
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the aerospace industry, including HEICO (NYSE:HEI) and its peers.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Hexcel (NYSE:HXL) and the best and worst performers in the aerospace industry.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Cadre (NYSE:CDRE) and its peers.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn -
over the past six months, the industry has pulled back by 10.7%. This drop was worse than the S&P 500’s 1.9% fall.
Wall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
Aerospace and defense company Hexcel (NYSE:HXL) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 3.3% year on year to $456.5 million. The company’s full-year revenue guidance of $1.92 billion at the midpoint came in 3.4% below analysts’ estimates. Its non-GAAP profit of $0.37 per share was 12.4% below analysts’ consensus estimates.
